How to send email (gmail) from MS CRM

Configuring Gmail for the Integration

Settings in Gmail to allow external access to the mailbox exploiting POP3 protocol.

1. From mail.google.com, jump to Settings > Forwarding and POP/IMAP
2. Select Enable POP for mail that arrives from now on and once messages square measure accessed with POP archive Gmail's copy.

Click on Save Changes.

Gmail can from time to time block connections from third-party apps. whereas Dynamics 365 uses inbuilt safety features to stay knowledge safe, it's not exempt from Google's own inbuilt safety features.  To modify this connection:

1. Go to https://google.com/settings/security/lesssecureapps
2. Toggle enable less secure apps: ON

You can browse a lot of concerning Dynamics 365 security here. 

Creating a Gmail Email Server Profile

We should next set up the e-mail Server Profile in Dynamics 365 to attach to Gmail.  Dynamics 365 can wish to use Exchange on-line by default, thus we have a tendency to should produce a wholly new profile that the mailboxes will hook up with Google's servers.

1. Navigate to your Dynamics 365 instance victimisation your custom uniform resource locator (URL).
2. Move to Settings > Email Configuration > Email Server Profiles
3. Click on + New > POP3/SMTP Server
4. Type in any name, such as "Gmail"
5. Input the subsequent values:
1. Incoming Server Location: pop.gmail.com
2. Outgoing Server Location:
1. If a private account, enter smtp.gmail.com
2. If you are utilising Gmail with an employment account, enter mail.[yourdomain].com
3. Establish connection Using Credentials Specified by a User or Queue
4. Use same settings for Outgoing Yes
6. Expand the Advanced tab and enter the subsequent values:
1. Incoming Port: 995
2. Outgoing Port:
1. If a confidential account, enter 465
2. If you are using Gmail with a career account, enter 110
7. Click Save and Close.

Enabling Server-Side Synchronization

Server-side synchronization is the instrument that provides the connection between Dynamics 365 and an email server.  This is Microsoft's chosen method of synchronization, with the other two options (Outlook and the Email Router) being unhurriedly phased out.  To ensure that this is allowed:

1. Steer to Settings > Email Configuration > Email Configuration Settings
2. Substantiate that Process Email Using is set to Server-Side Synchronization
3. Verify that the Server Profile is populated with your created Gmail Server Profile.  If not, change it as such.

Setting-up Mailboxes

Our conclusive steps will be to complement our mailboxes to use the Email Server Profile we created to intercommunicate with Google's servers.

1. Walk to Settings > Email Configuration > Mailboxes
2. Double-click on the mailbox you would want to configure.
3. Alter the following values:
1. Authorize to Use Credentials for Email Processing: Yes
2. Enter the Gmail account credentials
3. Server Profile: <Name of the Gmail server profile>
4. Incoming Email: Server-Side Synchronization or Email Router
5. Outgoing Email: Server-Side Synchronization or Email Router
4. Click on Save.
5. Click on Approve Email (note that this will solely work if you are an Office 365 Global Admin)
6. Click on Test and Enable Mailbox
7. When instigated to "Sync items with Exchange from this Dynamics 365 Organization only," ditch the box unchecked and hit Ok.

 Defer up to a minute and refresh the page.  Configuration test Results should all display as Success! 

Further reading:

https://technet.microsoft.com/en-us/library/dn531050.aspx

https://support.google.com/mail/answer/7104828?hl=en&ref_topic=3398031